NewThe client portal for productized agencies

Serve every client 
from one deck

Sell your services, run every order, talk with clients and send invoices, all in one portal on your own domain.

Free for up to 10 clients · No card required

One login instead of the six tools most agencies stitch together:

  • Client dashboards
  • Order spreadsheets
  • Shared inboxes
  • Invoice tools
  • Checkout links
  • Chat threads
Core features

Simplifying agency delivery.

Everything between a client paying and a client renewing, on one screen your whole team shares.

A dashboard that starts your day

What came in, what is owed and what is late, the moment you sign in. The first ten minutes are no longer spent assembling a picture.

A conversation on every order

A thread with the client and a private one for your team. @mention anyone and they hear about it straight away.

Notifications that find the right person

New orders, replies, mentions and payments arrive as they happen, with a link straight to the record.

Your domain, your logo

Clients sign in at portal.youragency.com and see your brand. Two DNS records and the certificate issues itself.

Checkout links for every service

Publish a link for any service with packages, coupons and intake questions. Each line becomes its own order.

See every feature

How it works

From first sale to renewal.

The four steps every engagement runs through, with nothing handed between tools in the middle.

Your own domain

Your portal, your name.

Clients never see ours. They sign in at your address, under your logo and favicon.

Invoices

Invoices your clients actually read.

Every order brings its invoice with it, under your logo, as a page your client can open and a PDF they can file.

Pricing

Choose your plan

MonthlyYearlySave 20%

Solo

Free

For a founder running the whole thing.

Start free

Features

  • One workspace
  • Up to 10 clients
  • Checkout forms and orders
  • Invoices and coupons
  • Email support

Studio

Most popular

$49/month

For a team delivering to a book of clients.

Start free trial

Features

  • Everything in Solo
  • Unlimited clients and orders
  • Recurring subscriptions
  • Helpdesk with email replies
  • Team roles and permissions
  • Analytics

Agency

$129/month

For an agency that needs its own address.

Start free trial

Features

  • Everything in Studio
  • Custom domain per workspace
  • Branded client portal
  • Priority support
  • Onboarding assistance

No setup fee · No per-seat pricing · Cancel whenever

Compare every plan in detail

FAQs

Frequently asked questions

Can clients log in on our own domain?

Yes. Add your domain in Settings and publish the two DNS records shown. It goes live with its own certificate, usually within minutes, and clients see your logo and favicon instead of ours.

How is one client’s data kept from another’s?

Every row carries the workspace it belongs to, and row-level security in Postgres filters each query against the signed-in session. The rule lives in the database, so a page that asks for the wrong data gets nothing back rather than relying on the interface to hide it.

What can a client actually see when they log in?

Their own orders, invoices, subscriptions and tickets — nothing belonging to another client, and none of your internal views. The client role is the narrowest of the five access levels.

Can we sell more than one service in a single checkout?

Yes. A checkout form can offer several services, each with its own packages, and a client can add any combination with quantities before paying once. Each line becomes its own order so delivery stays trackable per item.

Do we have to move everything at once?

No. Most teams start by publishing one checkout link and letting new orders land in ServeDeck while old work finishes where it is. Clients and services can be added as you go rather than in a migration weekend.

Can the client see our internal conversation?

No. Every order has a client thread and a team-only thread. Mentions and internal notes in the team thread never reach the client’s portal.

What happens to email replies from clients?

Replies come back into the ticket they belong to, so the thread stays on the client’s account instead of in one person’s inbox. Your team answers from the console and the client receives it as ordinary email.

Give your clients somewhere to land.

Set up a workspace, publish your first checkout link and send it to a client today.